Adding Record Types
You can add custom record types for your company. For example, you might want to display an Order tab for your employees to use. To add a new record type, you rename and configure one of the custom object record types in Oracle CRM On Demand.
Custom object record types must be made available for your company by Customer Care. For more information about setting up custom object record types for your company, contact Customer Care.
The overall steps for adding a record type to the application are:
- Rename one of the custom object record types to meet your requirements.
- Set up the fields for the record type. Define the fields to be displayed on the new record type detail page. A set of fields is automatically included on the Field Setup page. You can rename and use these fields and create custom fields based on your requirements.
- Create page layouts for the customized record type as required.
- Provide access to the new pages layout and related information sections for the appropriate user roles.
Each new record type you add appears in these areas:
- Create section in the Action bar
- Search section in the Action bar
- Record Homepage with a tab (a default icon appears in the tab along with its name)
By default, the new record Homepage contains two sections: record Lists section and Recently Viewed record section. You need to set up fields, page layouts (Detail and Edit pages), and so on, for each record type you add.
In general, new record types work in the same way as the record types provided by default. You can set up fields, page layouts, and list pages for them. Also, each new record type contains a default set of fields, including three fields to search on (the name field and two quick-search fields), and eight fields that you can filter or sort.
However, you cannot use new record types in:
- Assignment Manager
- audit trails
- Default Group Assignment (they cannot be shared through groups)
In addition, new record types have these restrictions:
- New record types cannot contain the country-specific address groups
- By default, only the Name field is required in new record types
- No duplicate checking is performed on the new record type
For information about using Web services with new record types, see Downloading WSDL and Schema Files.
Before you begin. Note the following:
- The custom object record types must be set up for your company by Customer Care. For more information, contact Customer Care.
- To perform this procedure, your role must include both the Customize Application privilege and the appropriate Customize Application privilege for the custom object you are using for your new record type. There are individual privileges for the Custom Object 01, 02, and 03 record types, for example, the Customize Application - Manage Custom Object 01 privilege. For other custom object record types, each privilege applies to a group of custom objects, for example, the Customize Application - Manage Custom Objects 04 through 10 privilege.
To add a record type
- In the upper right corner of any page, click the Admin global link.
- In the Application Customization section, click the Application Customization link.
- In the Application Setup section, click the Customize Record Types link.
- In the row for the custom object record type that you are using, fill in the information, for example, enter Order.
For more information, see Renaming Record Types. After you rename the record type, it appears under its new name in the Record Type Setup sections on the Application Customization page, replacing the link for the custom object record type.
- Click Save.
- In the Record Type Setup section on the Application Customization page, click the link for the new record type.
- In the Field Management section, click the Field Setup link.
- On the Field Setup page, you can do the following:
- (Recommended) Click Rename Fields and relabel the Name field.
The Name field is the field that the system displays for this record type. It appears in Deleted Items, the Recently Viewed section in the Action bar, and Lookup windows.
Throughout the application, each record type has a field called Name, which is preceded by the record type (Account Name, Opportunity Name, and so on). Therefore, if you are adding an Order tab, you could relabel the Name field to Order Name.
- Click New Fields and add custom fields.
The same restrictions exist for these record types as for custom fields for the default record types.
- Click Rename Fields and specify the fields to search on for this record type. Fill in the Quick Search 1 and Quick Search 2 rows with the required field names. If your company uses Targeted Search, then these fields are displayed in the Search section in the Action bar.
For example, if you are adding an Order tab, you might want to designate an Order Number field as one of these Quick Search fields. When an employee selects Order from the Search section, Order Number appears as a field to search on.
- Click Rename Fields and specify the fields to see as column headings in lists. Fill in the Indexed rows with the required field names. This determines the fields you can use to sort and filter records.
- Set up Edit and Detail pages for the new record type.
You can add fields to the record Edit pages, group the fields into separate sections, and rename those sections.
To create relationships with other record types, add the fields (Account, Contact, Opportunity, and so on) to the page layouts. This creates a Lookup icon next to the field, where users can link existing records to this new record type.
You can add related information sections to the Detail pages.
When you add Team as a related information section, users can share this record with team members on a record-by-record basis.
NOTE: The Team related information section is supported on Custom Objects 01, 02, and 03 record types. It is not supported on other custom object record types.
For instructions, see Customizing Static Page Layouts.
- (Optional) Add the new record type as a field in other record Edit pages or as a related information section in other record Detail pages.
- Add the page layout to user roles as required. For instructions, see Adding Roles.
See the following topic for related information: